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B

BP Portfolio holdings

AUM $17.7M
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.3M
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$311K

Top Sells

1
+$142M
2
+$78.2M
3
+$71.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$69.6M
5
AAPL icon
Apple
AAPL
+$51.6M

Sector Composition

1 Financials 63.4%
2 Healthcare 22.94%
3 Consumer Discretionary 12.23%
4 Technology 1.43%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-9,775
402
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403
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404
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405
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-1,110
406
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-111,896
407
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-7,816
408
– –
-3,803
409
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-29,529
410
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-31,272
411
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-1,201
412
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-118,844
413
– –
-210,885
414
– –
-14,277
415
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-8,918
416
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-14,028
417
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-6,844
418
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-5,642
419
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-135,704
420
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-5,966
421
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-343,040
422
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-51,849
423
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-253,571
424
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-1,564
425
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-93,945
15 16
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